Pictet Asset Management is overweight gold as concerns grow over political risks and the US dollar, said chief strategist Luca Paolini.
Category: Asset Class in Focus
BOS: Hard to get excited over gold’s run up
The gold index has beaten other asset classes this year, but the Bank of Singapore is not impressed.
The one key reason to invest in EM equities
A long record of poor performance may be over for EM equities, but the view is still contrarian, said Robert Secker, investment specialist on the M&G global emerging markets team.
Citi expects volatile second half
Don’t be misled by the lazy summer, risk management now has high importance, according to Roger Bacon, Citi Private Bank’s Asia-Pacific head of managed investments.
MUFG sour on Asian high-yield
China is the biggest risk for the regional high-yield sector, according to Rick Mattila, international head of research at MUFG Securities.
Japan’s deflation may spread to Asia
GAM investment director Tim Love said the weakening of the Japanese yen puts downward pressure on currencies throughout Asia.
The benefits of commodity exposure
Asian investors tend to miss the diversification benefits of commodities, which have a low correlation to stocks, said Jodie Gunzberg, global head of commodities and real assets at S&P Dow Jones Indices.
China’s Bosera to launch three MRF products
The firm has bond, equity and mixed asset funds ready for launch in Hong Kong on June 1, said head of intermediary business Laurence Lo.
Blackrock buys China’s `old economy’ stocks
In a contrarian view, Andrew Swan, Blackrock’s head of Asian equities, expects cheaper old economy stocks to benefit from supply-side reforms.
SLI: Pressure on RMB, EM currencies
Efforts to stabilise the RMB are likely to be short-lived, and the Chinese currency will come under renewed pressure, said Alex Wolf, emerging markets economist at Standard Life Investments said.
